BJ
BJ

Breck Jacobs

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
56 advisors
Number of Clients
4,407 clients
Average Client Portfolio
$145K average
Assets Under Management
$639.2M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

Salt Lake City, UT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Breck is a Managing Member, CCO, and IAR at Jacobs Financial Group, providing investment advisory services. Since October 2023, Breck is also an owner and insurance agent at Future Focus Financial, spending nearly full-time hours per week, including 30 hours during securities trading hours.

Employment History
Current Registrations
Gibbs Wealth Management, LLC
June 2025 - Present · 8 mos
Jacobs Financial Group
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Hornor, Townsend & Kent, INC.
September 2016 - March 2018 · 1 yr 6 mos
Hornor, Townsend & Kent, INC.Broker
December 2015 - March 2018 · 2 yrs 3 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Breck Jacobs - Financial Advisor | TrueAdvisor